Institutional Ownership Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information about the institutional ownership of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 7.8 Million shares, which have been reported (via 13F filing form) to have a value of $646 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
74,976
shares
|
$6.21 Million
0.06% of portfolio
|
Q2 2024
Added 1891.92%
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
72,943
shares
|
$6.04 Million
1.72% of portfolio
|
Q2 2024
Added 0.53%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
59,984
shares
|
$4.97 Million
0.33% of portfolio
|
Q2 2024
Added 23.1%
|
|
Paragon Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
48,488
shares
|
$4.01 Million
1.47% of portfolio
|
Q2 2024
Added 20.29%
|
|
Consilio Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
46,366
shares
|
$3.84 Million
1.56% of portfolio
|
Q2 2024
Added 6.78%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
43,479
shares
|
$3.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 19.67%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
36,333
shares
|
$3.01 Million
0.03% of portfolio
|
Q2 2024
Added 5.1%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
35,096
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
31,063
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2024
Added 148.01%
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
30,785
shares
|
$2.55 Million
0.85% of portfolio
|
Q2 2024
Added 1.36%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 10, 2024 Q2 2024 |
30,427
shares
|
$2.52 Million
1.46% of portfolio
|
Q2 2024
New holding
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
27,115
shares
|
$2.24 Million
1.67% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
26,581
shares
|
$2.2 Million
1.99% of portfolio
|
Q2 2024
Added 21.25%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
26,016
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,892
shares
|
$2.14 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
24,759
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.45%
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Aug 05, 2024 Q2 2024 |
23,660
shares
|
$1.96 Million
1.59% of portfolio
|
Q2 2024
New holding
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
22,520
shares
|
$1.86 Million
0.84% of portfolio
|
Q2 2024
Added 492.32%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
20,750
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2024
Added 38.31%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
19,820
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2024
Reduced 26.45%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
19,020
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
17,896
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2024
Added 28.34%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
17,587
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Added 296.91%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
16,199
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
Added 6.73%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
15,395
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
New holding
|